Grant Trimble is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 22 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant operates under two DBAs for his LPL business: Trimble Investment Group and Trimble Wealth. He dedicates full-time hours to Trimble Wealth, with 8 hours during securities trading, and minimal time to Trimble Investment Group.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
V Wealth Advisors LLC
LPL Financial LLCBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.